Conga Product Documentation

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Running Agreement Explorer Reports

Depending on the context of the search, you can use the Agreement Explorer tab to run reports to find agreements and their respective hierarchies. Each context has a default search defined by an Administrator which can be run from the Agreement Explorer tab (or in the case of Agreement hierarchy, from an individual agreement or account record page). Individual searches differ based on Field Sets and Filter Sets configured when the search was created or modified in an ad hoc fashion at runtime.

Use the following instructions to run the right report to meet your needs. For more information on report results and how to use them, see Working with Report Results.